Consumer Duty
Regulation | 13 Feb 24
Fairer Finance launches Consumer Duty tool
Tool uses ‘complete and continuously maintained datasets’
Tax & Regulation | 6 Feb 24
Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
Empowering consumers for good outcomes
Recent proposals from the chancellor raise more questions than answers writes Morningstar Wealth’s Steve Owen
Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
Boring Money and Broadridge launch Consumer Duty data solution
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data